Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest Kingsview Wealth Management, LLC Stock Portfolio

$7.33Billion– No. of Holdings #1308

Kingsview Wealth Management, LLC Performance:
2026 Q1: -2.12%YTD: -2.12%2025: 11.37%
Performance for 2026 Q1 is -2.12%, and YTD is -2.12%, and 2025 is 11.37%.

About Kingsview Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Kingsview Wealth Management, LLC is a hedge fund based in Grants Pass, OR. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kingsview Wealth Management, LLC reported an equity portfolio of $7.3 Billions as of 31 Mar, 2026.

The top stock holdings of Kingsview Wealth Management, LLC are BIBL, AAPL, NVDA. The fund has invested 3.1% of it's portfolio in NORTHERN LTS FD TR IV and 2.6% of portfolio in APPLE INC.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), AMPLIFY ETF TR (AMLX) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and GLOBAL X FDS (AGNG). Kingsview Wealth Management, LLC opened new stock positions in SPDR SERIES TRUST (BIL), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD ADMIRAL FDS INC (IVOG). The fund showed a lot of confidence in some stocks as they added substantially to BROWN & BROWN INC (BRO), INTUITIVE SURGICAL INC (ISRG) and ISHARES TR (IJR).
Kingsview Wealth Management, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

Kingsview Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Kingsview Wealth Management, LLC made a return of -2.12% in the last quarter. In trailing 12 months, it's portfolio return was 11.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust15,970,900
invesco exchange traded fd t15,780,200
spdr series trust15,251,400
spdr series trust11,941,600
vanguard admiral fds inc10,202,500
dbx etf tr7,932,610
columbia etf tr ii7,822,010
flexshares tr7,740,050
New stocks bought by Kingsview Wealth Management, LLC

Additions

Ticker% Inc.
brown & brown inc2,515
intuitive surgical inc2,183
ishares tr1,869
select sector spdr tr1,866
apollo global mgmt inc1,856
select sector spdr tr1,282
vanguard index fds1,192
halliburton co1,111
Additions to existing portfolio by Kingsview Wealth Management, LLC

Reductions

Ticker% Reduced
select sector spdr tr-94.12
booking holdings inc-89.42
capital one finl corp-75.77
costco wholesale corporation-74.63
texas instrs inc-73.32
emerson elec co-67.83
ishares tr-67.38
select sector spdr tr-67.21
Kingsview Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Kingsview Wealth Management, LLC

Sector Distribution

Kingsview Wealth Management, LLC has about 62.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Energy
Sector%
Others62.6
Technology12.4
Financial Services4.3
Consumer Cyclical4
Healthcare3.8
Industrials3.6
Communication Services2.8
Consumer Defensive2.5
Energy2.3

Market Cap. Distribution

Kingsview Wealth Management, LLC has about 34.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED62.6
MEGA-CAP22.6
LARGE-CAP12.2
MID-CAP2.3

Stocks belong to which Index?

About 34.3% of the stocks held by Kingsview Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others65.7
S&P 50032.7
RUSSELL 20001.6
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
83.7 %
DOW
dow hldgs inc
74.7 %
APA
apa corporation
68.3 %
CF
cf industries hold
64.9 %
SEDG
solaredge technologies inc
64.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
8.5 M
WMT
walmart inc
7.1 M
CVX
chevron corporation
6.8 M
COST
costco wholesale corporation
5.6 M
northern lts fd tr iv
4.8 M
Top 5 Losers (%)%
redcloud hldgs plc
-52.4 %
SES
ses ai corporation
-46.6 %
QBTS
d-wave quantum inc
-42.3 %
reddit inc
-40.4 %
TTD
the trade desk inc
-40.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-27.3 M
BIL
spdr series trust
-13.7 M
AAPL
apple inc
-13.4 M
NVDA
nvidia corporation
-12.4 M
LLY
eli lilly & co
-11.3 M

Kingsview Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kingsview Wealth Management, LLC

Kingsview Wealth Management, LLC has 1308 stocks in it's portfolio. About 21.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Kingsview Wealth Management, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions